CRM - Action Bar

The Action Bar of the CRM allows you to perform quick actions on multiple opportunities at the same time, making it easier to manage and organize the sales funnel.

The bar appears automatically when one or more opportunities are selected in the CRM list.

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Available actions

When opportunities are selected, the following actions become available in the bar:

• ✔️ Unselect Removes the selection from the marked opportunities.

• 🗄️ Archive Moves the selected opportunities to history, so they no longer appear in the active funnel.

• 🔄 Move funnel opportunities Allows you to move the selected opportunities to another funnel or funnel stage.

• 🔄 Move stage opportunities Allows you to move the selected opportunities to another stage in the same funnel.

• 📤 Export Exports the selected opportunities to a file, making external analysis easier.

• 👤 Transfer user opportunities Allows you to transfer responsibility for the selected opportunities to another system user.

• 🔁 Change Status Updates the status of the selected opportunities.

• ✅ Create Tasks Creates tasks linked to the selected opportunities.

• 🗑️ Delete Opportunities Permanently removes the selected opportunities from the system.

Note

The Action Bar is a feature that helps optimize CRM management, allowing batch actions and saving time in opportunity administration.